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The #1 Investment You Can Make in AI is…

Money Tree Investing

Release Date: 06/11/2025

Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison show art Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison

Money Tree Investing

Today's Panelists: Kirk Chisholm | Douglas Heagren |  Diana Perkins |   Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: Travis Jamison shares his journey from serial entrepreneur to full-time investing in legacy businesses, explaining that while tech is great for building, it’s risky for investing. He allocates capital into small, decades-old businesses via search funds, independent sponsors, and roll-ups, aiming for diversification, steady cash flow, and multiple expansion. Travis views AI less as a direct investment opportunity and more as a tool for operating...

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You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It show art You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It

Money Tree Investing

Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at  

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Living and Investing Overseas with Global Real Estate show art Living and Investing Overseas with Global Real Estate

Money Tree Investing

Kathleen Peddicord shares her experience living investing overseas. Her journey took her from publishing to becoming an authority on global real estate investing. She discusses why she prefers real estate over stocks while also outlining challenges such as lack of MLS systems, legal complexities, and cultural differences. Kathleen explained how to evaluate markets, avoid overpaying, plan exit strategies, and select properties with unique value rather than cookie-cutter developments. She stressed the importance of freehold title, sound property rights, and turnkey management solutions, while...

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Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest show art Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest

Money Tree Investing

Wall Street is selling beer, beaches, and barbecue. Want to invest? We also dove into the concerns about the reliability of government data. Investors should focus less on headline data and more on long-term directional trends, since recessions matter less to portfolios than actual corporate performance. We also talk labor markets, employment revisions, and rate-cut predictions, highlighting inconsistencies and the limited value of forecasts. Debt structures like extended auto loans and creative mortgages stress the importance of cash flow flexibility and smart loan structuring rather than...

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The Risks and Rewards of Investing in Fine Art show art The Risks and Rewards of Investing in Fine Art

Money Tree Investing

Philip Hoffman is here to share his journey from CPA to investing in fine art. He founded The Fine Art Group, where he advises wealthy families on art investing, valuations, lending, and education. He outlines the global art market as a $60 billion industry with only $6–10 billion considered truly investable, highlights the risks and pitfalls of treating art as an asset class without expert guidance, and shares cautionary tales of investors losing millions by buying discounted works without due diligence, contrasted with success stories where expertise and timing led to strong returns. We...

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Government Data Is Fake… Here Is the Solution show art Government Data Is Fake… Here Is the Solution

Money Tree Investing

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Private Market Investing vs. Public Markets: Where the Real Opportunities Lie show art Private Market Investing vs. Public Markets: Where the Real Opportunities Lie

Money Tree Investing

Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We...

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Looks Like the Market is Going on Vacation… Me Too show art Looks Like the Market is Going on Vacation… Me Too

Money Tree Investing

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...

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The Singularity Paradox with Anders Indset show art The Singularity Paradox with Anders Indset

Money Tree Investing

Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human intelligence” rooted in human biology to preserve humanity in the face of exponential technological growth. The discussion covers the profound transformations such advancements could bring, from curing diseases and achieving abundant energy to...

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Is Private Equity Destroying Your Favorite Consumer Products? show art Is Private Equity Destroying Your Favorite Consumer Products?

Money Tree Investing

Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at  

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AI is causing a big disruption but the number 1 investment you can make in AI is learn it before you get left behind! Today we talk on the cultural, societal, and economic disruption caused by AI, comparing its transformative potential to that of the industrial age. While traditional frameworks—like working for purpose, identity, and productivity—are deeply ingrained in modern life, AI is rapidly eroding these norms by replacing jobs and altering what it means to be valuable in the workforce. Despite the uncertainty and anxiety around obsolescence, the best current investment is learning how to effectively use AI—not just dabble in it, but truly understand and apply it—as this will separate the empowered from the obsolete in the coming years.

We discuss...

  • AI is positioned as a disruptive force akin to the Industrial Revolution, challenging long-standing societal frameworks.
  • Modern systems—from schools to corporations—are still rooted in Industrial Age models built for efficiency, not creativity.
  • Innovation comes from the small percentage of society willing to think differently, even if they seem eccentric.
  • AI represents a fundamental shift in how we think about productivity, identity, and purpose.
  • Most people need purpose, and work has traditionally served that function—AI may disrupt this connection.
  • People who understand how to use AI will replace those who don’t, creating waves of obsolescence.
  • The rise of AI may force society into an identity crisis as traditional roles and functions disappear.
  • Many people won’t be able to re-skill fast enough to keep up with AI’s rapid displacement of labor.
  • Investing in AI is challenging because major players are private or already priced for perfection.
  • The best AI investment today is learning how to use it yourself to create value directly.
  • AI can replace high-salary roles with low-cost automation—great for businesses, threatening for workers.
  • Replicating your brain in AI gives you a major edge in decision-making and productivity.
  • Privacy concerns are fading as people get used to sharing personal data with AI for performance gains.
  • Investing in your understanding of AI is the most valuable thing you can do today.
  • AI is easy to use—success comes down more to willingness than difficulty.
  • Human interaction is the hardest part of work for AI to replicate.
  • AI futures range from utopian to dystopian—avoid extreme views and prepare with skills instead.
  • The Elon Musk–Donald Trump "bromance breakup" shows how political and business alliances can impact markets.
  • “Second-level thinking” is crucial to interpreting events beyond surface-level headlines.

For more information, visit the show notes at https://moneytreepodcast.com/1-investment-you-can-make-in-ai

Today's Panelists:

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